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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,727 | $85,060-94.4% | $70,565-93.3% | $139,487-96.6% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 25.63% | 30.39%-4.8pp | 32.79%-7.2pp | 373.84%-348.2pp |
| Employer contribution / active EE | $802 | $3,912-79.5% | $2,976-73.0% | $4,755-83.1% |
| Participant deferral / active EE | $802 | $5,891-86.4% | $4,568-82.4% | $6,713-88.0% |
| Admin fee / account holder | $14 | $8,932-99.8% | $6,430-99.8% | $11,407-99.9% |